ProFin CRM & IP Telephony

ProFin

ProFin

ProFin was established in 2019 by professionals with 20+ years experience providing financial services to citizens of Israel. Concentrating mainly on tax refund services in their 1st year of operation, the company has returned taxes to more than 1500 clients.

Resources

UI/UX Design: 50+ hours
Architecture: 80+ hours
QA & Testing: 150+ hours
Project Management: 100+ hours
Development: 400+ hours
Challenge Strategy & Solution Features Result

Challenge

An Israel based financial company ProFin grew up until they discovered the limitation of scalability as they do not have an efficient tool for client relationships management.

ProFin requested Arixess to approach the problem and propose a solution that can be delivered within a limited period of time and satisfy new business process to be applied together with a new system.

Strategy & Solution

As usual Arixess started from research and understanding of what services ProFin provides and what is the process of work with clients. Next step was to identify what is the best way to fulfill the need: to take as a basis some existing CRM (e.g. Microsoft Dynamic, Salesforce, SugarCRM, Zoho, etc) or create a custom solution.

Together with ProFin, Arixess’s team identified capabilities that the system should have and compared them to the limitations that each of existing CRM’s has, after negotiation and estimation it’s been decided to go with a custom solution.

4 months from the start date took Arixess to deliver all required functionality to let ProFin get armed with the new CRM and start growing up. The CRM provided user management facilities, customer management tools, workflow support, calendar based reminders and events, number of reporting dashboards with numerous metrics, staff members management and stimulation tools, digital signature support, IP telephony, etc.

ProFin appreciated chosen and implemented solution and scheduled next phase of CRM development to leverage more technological approaches for the business benefits.

Features

  • Multiple factor authentication
  • Management of clients
  • Management of staff-members
  • Management of agreements
  • Management of documents
  • Workflow
  • Communication history
  • Sales stimulation tools
  • Calendar based events
  • Digital signature support
  • IP telephony
  • Reporting dashboards

Result

An easy to use CRM system that supports ProFin’s staff-members helping them to make right decisions and stimulating more sales coming in. The CRM better organized process of work and saves time for administration.

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